Tax Planner (CPA/EA) - FinTech Wealth Planning

Range; McLean (VA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

PTO

Top of market pay

Paid parental leave

In-person team events

Job summary

A financial technology company in McLean, Virginia, is looking for a skilled Tax Planner specializing in individual tax planning and tax return review. This role involves completing tax returns, conducting tax research, and collaborating with financial planners. A CPA or Enrolled Agent designation is required, along with a minimum of 2 years in tax compliance. The company offers comprehensive benefits including health coverage, 401k, and competitive pay, in a supportive and diverse environment.

Qualifications

• Certified Public Accountant (CPA) or Enrolled Agent (EA) required.
• Minimum of 2+ years of experience in tax compliance.
• Knowledge of complex individual tax situations is a plus.

Responsibilities

• Complete and file income tax returns for individuals.
• Conduct tax research on evolving tax regulations.
• Manage client files, organize workpapers, and lead sheets.

Skills

Tax compliance

Tax preparation

Time management

Effective communication

Client management

Education

Bachelor’s degree in accounting, finance, or related field

Tools

LaCerte

Proconnect

Google Workspace

Job description

A financial technology company in McLean, Virginia, is looking for a skilled Tax Planner specializing in individual tax planning and tax return review. This role involves completing tax returns, conducting tax research, and collaborating with financial planners. A CPA or Enrolled Agent designation is required, along with a minimum of 2 years in tax compliance. The company offers comprehensive benefits including health coverage, 401k, and competitive pay, in a supportive and diverse environment.